CH
CFP
CH
CFP

Charles Hamowy

33 Years of Experience
New York, NY
1 DisclosureSells Insurance

Charles Hamowy is a CFP-designated registered investment advisor at Seasons of Advice Wealth Management, based in New York, NY, with 33 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 823 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
823 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$100K

SOA Wealth Advisors offers investment management through wrap fee programs. Please refer to the Wrap Fee Program Brochure for information about investment management fees.

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Location

120 West 45th Street, 14th Floor, New York, NY, 10036

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2009
Settled
Other Business ActivitiesSells Insurance

Charles owns NY Dance Studios, dedicating about 10-20% of his time to dance instruction. He is also co-authoring a book on financial security and sells insurance products on a commission basis.

Employment History
Current Registrations
Seasons of Advice Wealth Management
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Seasons of Advice Wealth Management, LLC
December 2018 - November 2020 · 1 yr 11 mos
Ameriprise Financial Services, INC.
October 2016 - January 2017 · 3 mos
Ameriprise Financial Services, INC.Broker
May 1990 - January 2017 · 26 yrs 8 mos
Ids Life Insurance CompanyBroker
May 1990 - July 2006 · 16 yrs 2 mos
State Registrations2 states
NYTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Charles Hamowy - Financial Advisor | TrueAdvisor